Join MaritzCX for A View from the Top: Perspectives from the Affluent Investor.
Participants who attend this session obtain:
- A better understanding of their wealthy clients and their investment perspectives
- Insight for building a strategic marketing plan
- Knowledge of what wealthy investors value in an investment firm
- Actual data pertaining to what impacts satisfaction among affluent investors
You’ll also hear MaritzCX Senior Strategic Consulting Director, Rich Brose, deliver the results of the MaritzCX Wealth Poll. This strategic poll reveals market perceptions, attitudes, and satisfaction perspectives obtained from a mix of over 1,000 affluent and high-net-worth investors. Find out what these key clients are thinking and identify steps your organization can take to capitalize on the learnings revealed from this poll.
MaritzCX wealth management industry experts, Dick Pace and Dan Hickey, join Brose on this Web Cast to take a deeper dive into the data and help explain what the results of the wealth poll really mean to today’s investment firms. Together, MaritzCX consultants will be available to answer specific questions about the poll and provide advice for putting a specific action plan in place for your organization.
Fill out the form on this page to view the webinar.